Edward Jones Advisory Solutions®

Edward Jones Advisory Solutions®

As a product partner, you play an important role in helping branches assist their clients in achieving their goals. Understanding our firm's culture, business model and advisory business will position you to work effectively with Edward Jones. 

Edward Jones Advisory Solutions® 

Edward Jones Advisory Solutions®, an advisory program using mutual funds, ETFs and SMAs available through Research and Custom Models, provides clients a comprehensive approach to investment management within one account. For a monthly fee based on the assets held in the program, clients receive:

• Asset allocation aligned with Edward Jones Investment Policy Committee guidelines 
• Investment selection and Research Model construction by Mutual Fund Research 
• Ongoing due diligence 
• Dynamic threshold rebalancing 
• Tax-efficient overlay management (for UMA Models) 
• Quarterly Performance Reports 
• Ongoing reviews